Had a client wanting to do this for Trial balances and thought this should be a feature...
Just an idea. :)
- AlanT9 years agoUltimate Partner
Hi Tana,
What is it that you would like to export to Excel?
In the past I have ususally run the General Ledger detail report and exported that to Excel. The accountants I work with are happy with this, if they don't want their own log in to the business data.
Don't forget that there is already an option to export to an MYE file, but that file format may only work with Accountant's Office software.
Regards,
Alan
- Tana9 years agoMYOB Moderator
Hi there..
The trial balances report?
Generating report only gives the option to save as PDF?
Client wanted to be able to export this report to Excell..
From what I found this wasn't possible? Is that correct? And only way would be to convert the PDF after saving? - AlanT9 years agoUltimate Partner
Hi Tana,
It looks like you are correct. The trial balance cannot be saved as an Excel file.
There are some big holes in Essentials and it looks like this is another one.
I also tried to run the General Ledger report as a summary without any details, but that is not an option either.
I have voted for this suggestion.
Regards,
Alan
- CloudMindAcc9 years agoUltimate Partner
Hi Tana
See this link on some tips to export a PDF to excel there is a free tool you can use. This might help you.
http://community.myob.com/t5/MYOB-Essentials-Accounting/Exporting-contacts/m-p/405330#M16396
- U3ANetworkVic9 years agoCover User
Hi Tania
I've just read your note about exporting to Excel. I've just discovered today from one of the chat topics on "Historical Data Reporting" , you can actually export into excel by using a 30 day trial software from http://accountingaddons.com.au/ , Jeff Stephenson the owner is very helpful and he's on his company's live chat line as well.
Just load the excellink program onto your PC where you can access your MYO data files, setup up the path of your MYO file, you can then access historical monthly and/or annual P&L, BSheet figures etc..in the latest Excel format.. It's pathetic that current MYOB software dont auto allow access to past financial years eg back to year of installation, its common business sense. I have used Quicken before and in my opinion, they are far more flexible with their historical reporting platform, without auto purging or lock out mechanism.
Tom..
- Tana9 years agoMYOB Moderator
Thanks Team!
- AlanT9 years agoUltimate Partner
Hi Tom,
In Tania's original post she indicated that she is working with Essentials.
This is the on-line only product and does not have an MYO file.
Do you know if the utility you mentioned will work with Essentials?
Regards,
Alan
- U3ANetworkVic8 years agoCover User
Hi Alan,
I've been away from this forum for a while, sorry I did not get back to you.
With online Essential, I think you can save a copy of the data file onto your PC, like a backup. You can then load this file link on that excel software. If not, you may have to contact the developer via their live chat. Regards
Tom..
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